Carlos Guzman

Carlos Guzman Email and Phone Number

“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat." —Sun Tzu. Leadership Development, Taxes,& Wealth. Looking for a new opportunity, a fresh start? Message me! @ Pinnacle
plano, texas, united states
Carlos Guzman's Location
Haines City, Florida, United States, United States
Carlos Guzman's Contact Details

Carlos Guzman personal email

About Carlos Guzman

Energized by working with others to solve problems that seem impossible to be solved. A skilled communicator and networker who naturally develops strong relationships. Always striving to make a difference, take on challenges, and create change by enabling novel ideas. A creative and visual thinker with a clean finish. Guided by his passions to:1. Guide others through process and strategic planning.2. Connect talented individuals within my network of professionals to each other and to resources.3. Launch innovative ideas through active collaboration, organization, and implementation.4. Share information and expertise from my career experience.

Carlos Guzman's Current Company Details
Pinnacle

Pinnacle

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“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat." —Sun Tzu. Leadership Development, Taxes,& Wealth. Looking for a new opportunity, a fresh start? Message me!
plano, texas, united states
Employees:
66
Carlos Guzman Work Experience Details
  • Rts Capital Holdings Inc.
    Director Of Operations
    Rts Capital Holdings Inc. Sep 2018 - Present
    New York, United States
    • Review financial statements from multiple revenue streams and adjust operational budgets to promote profitability• Designed and managed the workflow through data organization and analysis for an office of five unique services, four assistants, and 10 agents to maximize efficiency and increase client retention• Oversee all processes and business procedures from procurement, customer support, vendor, and partner relationships/agreement, and operational policies; to ensure the agency runs with legality and conformity to federal and state regulations
  • Pinnacle
    Senior Director Marketing Business Development
    Pinnacle Jan 2020 - Present
    United States
    VISION:Our vision is to create massive change in the marketplace, change the financial industry for the better, and transform people's lives.MISSION:Our mission is to build the largest financial services company with 250,000 licensed agents, create 1,000 millionaires, and help 10 million families pursue financial independence.VALUES: Our values to our clients are to provide the knowledge, support, guidance, and confidence to build their financial future. Our values to our agents are to provide the tools, environment, mentorship, and examples of success to allow them to flourish. At Pinnacle, we believe in the 5 F's: Faith, Family, Finances, Fitness, and Fun are the key to having a successful business and living a fulfilling life.PINNACLE ELITE SUCCESS FORMULA:• MILLIONAIRE MENTORSHIP-To achieve your goals it's best to be mentored by someone who is already there. We have millionaire mentors that will empower you to reach your goals.• NATIONWIDE RECOGNITION-Be part of a winning culture. Awarded 'Most Valuable Players' back to back. Work with the best to become the best.• EDUCATIONAL RESOURCES-We offer a comprehensive training program for both agents and clients on business and finance.• LATEST TECHNOLOGY-We are bringing financial services into the 21st century.• WORLD TRAVEL-We work hard and play hard. We have retreats and incentive trips so you can experience the good life while being recognized for your hard work.• EFFECTIVE SPEAKERS-We produce some of the most effective speakers that speak at conventions with tens of thousands of people.• TEAM SWAG-It's more than clothing! Being on a championship team, you can have the confidence knowing you have everything at your fingertips to succeed.• DIVERSE TEAM-Our agents represent different countries, races, religions, and languages. At Pinnacle, it doesn't matter where you come from, but where you are going.
  • Somos Community Care
    Director Of Workforce & Practice Transformation Team Lead
    Somos Community Care Jan 2017 - Aug 2018
    Greater New York City Area
    ACP’s network of physicians, specialists, community organizations and others delivers high-quality, patient-centered care in a comprehensive, coordinated, and accessible manner to individuals and families participating in the Medicaid program. ACP physicians and clinical teams are from these communities. We speak the language and understand the culture. Here to work with all family members – and health care providers – to practice preventive, total care that’s integrated. From infancy to elder care, we are here for every Medicaid member.• Responsible for overseeing Department of Workforce, Community, and Government Relations Analyst in collaboration with other leads• Manage communications and cooperation with workforce subject matter expert and vendors on completion of DSRIP workforce workstream deliverables, including ACP workforce analysis, projections, and training strategy.• Support ACP DSRIP Project Managers workforce training efforts for proper implementation of projects.• Oversee the implementation of workforce workstream training strategy on online learning module in collaboration with vendors on content selection and assessments.• Work closely with ACP Director of Community Provider Network and his staff to support process for PCMH certification and physician engagement initiative.• Collaborate with the Cultural Competency and Health Literacy Manager to implement the training strategy.• Collaborate with ACP Department of Communications in the implementation of the Workforce Communication and Engagement plan to promote ACP training efforts.• Provide support to Community Health Workers Manager and Supervisors in deployment strategy, performance, and impact metrics.• Handle the scheduling of Workforce Advisory Committee and Subcommittees meetings and related documentation.• Document workforce workstream progress through written reports and data visualizations for submission to ACP PPS Board of Directors and New York State Department of Health.
  • Nyc Department Of Small Business Services
    Department Of Small Business Services Certified Bilingual Business Instructor
    Nyc Department Of Small Business Services Apr 2013 - Jul 2018
    Greater New York City Area
    • Demonstrated ability to deliver high-quality training to a diverse audience of 200+ entrepreneurs,and 100+ small business owners on the following topics: Social Media Management, Website Fundamentals, Basic and Advanced Marketing Principals, Business Financials, Business Planning, Management, and Credit Repair.• Supported program growth and increased brand awareness with a 125% increase in attendance and 20% increase in course demand
  • Nyc Business Solutions
    Bilingual Account Manager
    Nyc Business Solutions Jan 2013 - Jan 2016
    Greater New York City Area
    • Provided guidance on strategy, marketing, social media, business planning, recruitment, and government navigation to 250 entrepreneurs and 100 unique businesses, launched over 20 new businesses, and created over 150 new jobs• Led business development strategies that leveraged website analytics, and social media interaction to increases leads, and goals• Established and maintained active referral partnerships, and relationships with NYC Community Boards, City Agencies, Business Improvement Districts, Industry Associations, Chambers of Commerce, and NGOs to develop targeted new business leads• Responsible for the biz dev. life cycle: research, canvassing, lead-generation, proposal composition, event planning, marketing, and relationship management
  • Carlos Sebastian Guzman
    Consultant
    Carlos Sebastian Guzman Jan 2012 - Jul 2018
    Washington Heights & Inwood Manhattan
    • National Dominican Student Conference 2012; developed a proposal for a new conference model to leverage social media to engage the mass national and international Dominican student community• Healthy Kids in the Heights board member; business development and planning, social media campaigns, project advisement• Washington Heights Business Improvement District; project management to exceed client expectations, budget management and quality control for ‘WHBID Press Kit’, WHBID Annual Report 2012-2018 & the year long marketing campaign ‘Explora’• Manhattan Times Newspaper; developed a business outreach strategy to recruit restaurants to buy-in to multilevel advertising for the ‘2012 Washington Heights & Inwood Dining & Activities Guide’• Bago Bunch Ent. group; led 8 growth strategy sections that resulted in growth & higher attendance of events
  • Rescare Workforce Services
    Talent Acquisition Specialist
    Rescare Workforce Services Aug 2016 - Dec 2016
    Greater New York City Area
    Assigned to fulfilling contractual partnership obligations with the Dept. of Small Business Services via Workforce1 Healthcare and NYC Business Solutions.
  • Marc Ecko Enterprises' Sweat Equity Education (Enterprises)
    Director, Teaching & Learning
    Marc Ecko Enterprises' Sweat Equity Education (Enterprises) Jun 2008 - Feb 2012
    New York, Ny
    • Established multiple key vendor and organizational relationships in a diverse educational market that led to an increase in partnership and funding leads, and $2 Million grant from the Kellogg Foundation• Led the conceptualization, planning, and development of Learning Management System training for an online workforce development certification, and a 'real world' skill building training program for over 200 teens and young adults• Overhauled a direct service program to regain focus, optimize operations, and reduce costs from 50k per student to 1k in overhead• Developed a scalable business model; conducted qualitative and quantitative research, assessed viability of existing services, and measured outcomes against the needs of the market• Managed partner relationships nationally that resulted in 111% participant recruitment• Managed and conducted trainings to over 10 content experts, 20 non-government organizations, and public school teachers
  • Research Foundation Of Cuny (Cuny Institute For Software Design & Development)
    Technology Coordinator
    Research Foundation Of Cuny (Cuny Institute For Software Design & Development) Sep 2007 - Jul 2008
    Nycdoe Junior High School 80 Bronx, Ny
    • Evaluated the use of technology through hardware assessment, and usage data; created and implemented recommendations. • Trained staff to integrate technology into their instruction and managed the implementation process.• Maintained and repaired Macs/PCs in both stationary and mobile labs.
  • Abc News (7Online.Com)
    Web Producer Intern
    Abc News (7Online.Com) Jan 2007 - Jun 2007
    New York, Ny
    • Awarded highly selective internship that entailed producing WABC-7 website content/news stories, events, TV specials, and ads.• Managed Taxi TV process, which included editing and formatting news and commercial clips, and vendor communication.• Maintained primary response database, documentation and allocation of viewer feedback, and time efficient replies.
  • Nyc Department Of Education
    Co-Director Of Media Department (Urban Assembly Media High School)
    Nyc Department Of Education Mar 2004 - Jan 2006
    New York, Ny
    • Founding member of a NYC Department of Education public school: Urban Assembly Media H.S. • Designed a strategy that led the School to meet 100% enrollment goal in a highly competitive student recruitment environment• Established a strategy with the leadership to cultivate strong, and productive relationships with potential funders and partners• Developed plans to meet adult participation goals which led to 95% student retention, and a 20% adult engagement increase• Coordinated internal, and external branding and publications; newsletters, banners, stationary, posters, video, and learning material
  • Nyc Department Of Education
    Art And Technology Instructor
    Nyc Department Of Education Feb 2004 - Aug 2004
    Bronx, Ny
    • Designed and managed the first visual communications course and students’ exhibition at the Bronx Museum.• Administered and supported staff and students with the technology for various after school programs.• Developed and coordinated the Summer Bridge Community Building curriculum for incoming students.
  • Morgan Stanley
    Purchase And Sales Operations Intern
    Morgan Stanley 1998 - 2000
    Brooklyn, Ny
    • Assisted in trade capture, enrichment and confirmation, position reconciliation: To learn key processes in the life cycle of a trade from deal capture to the final settlement, and then identify and resolve trading breaks from discrepancies.•Data mining, business analysis, reporting and documentation: Be responsible for the preparation and compilation of daily and weekly metric spreadsheets, and reports ensuring that thorough business analysis is performed and that accurate business requirements are documented in accordance with banking regulation and internal policy.• Collaborated with team members of all levels to complete daily tasks, share market and systems knowledge; issue follow-up and escalation.

Carlos Guzman Skills

Ideation Project Planning Problem Solving Project Management Event Planning Curriculum Design Curriculum Development Backwards Design E Learning E Learning Implementation Information Technology Graphic Design Photoshop Community Organizing Illustrator Web Project Management Logo Design Design Management Designing Marketing Collateral Designing Learning Learning Environment Education Design Thinking Non Profits Editing Social Media Strategy Leadership Adobe Creative Suite Event Management Nonprofits Web Design Wordpress Teaching Social Networking Blogging Creative Direction Strategic Planning Digital Strategy Proposal Writing Research Business Development Social Media Marketing Recruiting Lead Generation Public Speaking Marketing Strategy Instructor Led Training Nonprofit Organizations

Carlos Guzman Education Details

Frequently Asked Questions about Carlos Guzman

What company does Carlos Guzman work for?

Carlos Guzman works for Pinnacle

What is Carlos Guzman's role at the current company?

Carlos Guzman's current role is “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat." —Sun Tzu. Leadership Development, Taxes,& Wealth. Looking for a new opportunity, a fresh start? Message me!.

What is Carlos Guzman's email address?

Carlos Guzman's email address is ca****@****ail.com

What schools did Carlos Guzman attend?

Carlos Guzman attended City University Of New York-Herbert H. Lehman College, Parsons School Of Design (Altos De Chavon).

What are some of Carlos Guzman's interests?

Carlos Guzman has interest in Social Media, Community Advocacy, Business Models, Web Technology, Design Appreciation, Health, Cooking, Vegetarianism, Education, Environment.

What skills is Carlos Guzman known for?

Carlos Guzman has skills like Ideation, Project Planning, Problem Solving, Project Management, Event Planning, Curriculum Design, Curriculum Development, Backwards Design, E Learning, E Learning Implementation, Information Technology, Graphic Design.

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